Good morning amazing excel people!
I hope you’re all well and enjoying the sunny weather, if geography appropriate.
I’m really not to sure on a what VBA code I should use or if what I would like to do is even possible.
The question;
I have a very simple billing table that records appropriate data generated from some VBA code. The table headings include; invoice nr, billing month and year, period start, end, date sent, amount, due date, payment received (y, n or -), date received & notes. (the attached mini sheet is from a work in progress with some added example data)
The conundrum; a way for a user to record paid invoices
Using a userfrom, that has the ability for a user to be able to select an invoice from a drop down, with this dropdown displaying any invoices that have been marked as “n”. When once an invoice is selected, I would like the billing period start & end shown in a couple of textboxs along with another textbox allowing the user to enter the date payment was received.
What I’m stuck with;
I really have no idea how to make the dropdown display only invoices with “n” no payment received. Additionally I really don’t know how to make the entered data saved into the row for the appropriate invoice.
I would really love to hear some of your thoughts or ideas and any assistance is greatly appreciated. ?
Cheers in advance & stay safe!
I hope you’re all well and enjoying the sunny weather, if geography appropriate.
I’m really not to sure on a what VBA code I should use or if what I would like to do is even possible.
The question;
I have a very simple billing table that records appropriate data generated from some VBA code. The table headings include; invoice nr, billing month and year, period start, end, date sent, amount, due date, payment received (y, n or -), date received & notes. (the attached mini sheet is from a work in progress with some added example data)
The conundrum; a way for a user to record paid invoices
Using a userfrom, that has the ability for a user to be able to select an invoice from a drop down, with this dropdown displaying any invoices that have been marked as “n”. When once an invoice is selected, I would like the billing period start & end shown in a couple of textboxs along with another textbox allowing the user to enter the date payment was received.
What I’m stuck with;
I really have no idea how to make the dropdown display only invoices with “n” no payment received. Additionally I really don’t know how to make the entered data saved into the row for the appropriate invoice.
I would really love to hear some of your thoughts or ideas and any assistance is greatly appreciated. ?
Cheers in advance & stay safe!
| 6.1- Copy.xlsm | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | B | C | D | E | F | G | H | I | J | K | |||
| 1 | Invoice_Number | Period_Month_&_Year | Period_Start | Period_End | Date Invoice Sent | Invoice_Amount | Due_Date | Payment_Received_Y_or_N | Amount_Received | Date_Received | Notes | ||
| 2 | 0308 2020 ELE133 | May-20 | 16-May/20 | 17-Jun/20 | 3/Aug/2020 | $382.61 | 1/Dec/1994 | y | $382.61 | 12/12/1994 | |||
| 3 | Jan-20 | 20-Jan/20 | 17-Feb/20 | 3/Aug/2020 | $59.49 | 1/Dec/1995 | y | $59.49 | 13/12/1995 | ||||
| 4 | 0308 2020 ELE229 | Feb-20 | 18-Feb/20 | 17-Mar/20 | 3/Aug/2020 | $47.88 | n | $0.00 | |||||
| 5 | 0308 2020 ELE331 | Mar-20 | 18-Mar/20 | 17-Apr/20 | 3/Aug/2020 | $132.42 | n | $0.00 | |||||
| 6 | 0308 2020 ELE428 | Apr-20 | 18-Apr/20 | 15-May/20 | 3/Aug/2020 | $262.85 | n | $0.00 | |||||
| 7 | 0408 2020 ELE5331 | May-20 | 16-May/20 | 17-Jun/20 | 4/Aug/2020 | $382.61 | n | $0.00 | |||||
| 8 | 0408 2020 ELE6131 | Jun-20 | 18-Jun/20 | 30-Jun/20 | 4/Aug/2020 | $46.07 | n | $0.00 | |||||
Payments | |||||||||||||
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